Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,324 | $175,231-9.1% | $149,696+6.4% | $139,466+14.2% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.26% | 166.77%-147.5pp | 134.46%-115.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,526 | $5,478-72.2% | $4,821-68.4% | $4,754-67.9% |
| Participant deferral / active EE | $6,897 | $6,521+5.8% | $5,682+21.4% | $6,712+2.8% |
| Admin fee / account holder | $1,934 | $16,155-88.0% | $13,212-85.4% | $11,409-83.0% |